Who We Work With
Young Savers
We're committed to helping younger clients that want to plan for their tax (and financial) future.
We understand that it isn’t always easy. Dance recitals, soccer games, work, your in-laws, cutting the grass…it doesn’t leave a lot of time to plan your tax strategy.
That’s where we come in.
We'll explore tax-advantaged savings strategies, education tax credits, child tax credits, and much more.
Pre-Retirees
Looking forward to retirement is a big step! We're here to help you navigate the tax changes that come with saying goodbye to the 9-to-5 and saying hello to enjoying your golden years.
We'll discuss things like:
Social Security taxation
Medicare premiums (and how to avoid them going up!)
Retirement account taxation
Investment account taxation
Healthcare and taxes
Estate planning
Retirees
Retirees have very specific tax concerns, and we're here to help guide you through the maze of everything IRS-related. We want to make sure that you live out your golden years with dignity and joy (and we also want to make sure you don't overpay the IRS!). We can help you minimize your taxes now, as well as looking at ways that we can help your beneficiaries minimize their tax burden.
Solo Small Business Owners
You should be focused on running your business, not focused on taxes! Let us do the heavy lifting and help you with tax strategies that are only available to small business owners like you.
We specialize in working with solo business owners (no employees) in professional service industries.
Book your free tax return review today!
Let’s take a look at last year’s tax return and get a better idea of your current situation so that we can start planning on saving you on taxes - not just today, but also for tomorrow.